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BWE.OL$55.70+2.58%
Fair $55.70+0.0%

BWE.OL

BW Energy Limited

Energy / Oil & Gas E&POslo

$55.70

+1.40 (+2.58%)

Fairly Valued+0.0%Fair Value $55.70Fund rank 23/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-130.3M · quality 47.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · BWE.OLLocal privado en este navegador · BW Energy Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$14.4B

P/E

18.8x

↑

EV/EBITDA

35.9x

↑

ROE

13.3%

↑

Gross Margin

28.3%

↑

Debt/Equity

0.98

↑
52-Week Range$56
$31$62

TradingView lightweight chart

BWE.OL price, volumen y niveles de valoración

Último $55.70Periodo +130.6%
Fair value: $55.70

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+41.0%

FCF CAGR

—

FCF margin

-16.7%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $778.3M · net income $133.1M · FCF $-130.3M

2022-FY → 2025-FY

Gross margin

28.3%-50.1% pts

Operating margin

25.3%-8.6% pts

Net margin

17.1%+0.9% pts

FCF margin

-16.7%+9.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$778.3M$778.3M$783.9M$488.9M$277.6M
Net Income$133.1M$133.1M$165.9M$81.0M$45.0M
EBITDA$424.6M$424.6M$473.0M$248.9M$161.0M
EPS0.510.510.640.310.17
Gross Margin28.3%28.3%37.4%33.2%78.4%
Operating Margin25.3%25.3%33.9%25.2%33.9%
Net Margin17.1%17.1%21.2%16.6%16.2%
Balance Sheet
Debt/Equity0.980.980.800.740.68
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$-130.3M$-130.3M$6.4M$-154.0M$-71.4M
Returns
ROE13.3%13.3%19.3%11.6%7.3%
Valuation
P/E18.8218.8238.7586.77152.00
EV/EBITDA35.8935.8914.5229.1942.71
P/B14.3914.397.439.9510.83
Growth & Yield
Revenue Growth-0.7%-0.7%60.3%76.1%—
EPS Growth-20.3%-20.3%106.5%82.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

113.2%

muy exigente

EPS terminal req.

$4.94

Spread vs growth

-133.5%

5Y implied EPS CAGR

63.6%

muy exigente

EPS terminal req.

$5.98

Spread vs growth

-83.9%

10Y implied EPS CAGR

34.2%

muy exigente

EPS terminal req.

$9.63

Spread vs growth

-54.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +75.4%

Total return

+75.4%

Start / end P/E

49.6x → 109.2x

EPS bridge

0.64 → 0.51

Residual

-24.4%

EPS growth-20.3%
Multiple rerating+120.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-24.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.